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852 hedge funds and large institutions have $21.5B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 277 increasing their positions, 363 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 91.87%92.53% (+0.67%)

5% less funds holding

Funds holding: 893852 (-41)

14% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $81.2M

18% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 136

23% less capital invested

Capital invested by funds: $27.7B → $21.5B (-$6.24B)

24% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
852
Holders Change
-41
Holders Change %
-4.59%
% of All Funds
11.22%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
111
Increased
277
Reduced
363
Closed
136
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
776
SRH Advisors
Kansas
$5.92K
LIS
777
Legacy Investment Solutions
Idaho
$5.76K +$5.83K +30 New
LWMI
778
Legacy Wealth Management (Idaho)
Idaho
$5.76K +$5.83K +30 New
SS
779
Sunbelt Securities
Texas
$5.7K -$129K -662 -95%
EBA
780
Eagle Bay Advisors
New York
$5.55K +$2.14K +11 +52%
KIM
781
Kestra Investment Management
Texas
$5.39K +$6.02K +31 New
FRA
782
Front Row Advisors
California
$5.22K
BCMLT
783
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.71K
SIC
784
Salem Investment Counselors
North Carolina
$4.7K
SO
785
Sierra Ocean
California
$4.54K +$5.05K +26 New
MCM
786
Manchester Capital Management
Vermont
$4.53K -$762K -3,924 -99%
FWM
787
FSA Wealth Management
Massachusetts
$4.35K
AT
788
Avalon Trust
New Mexico
$4.35K +$4.86K +25 New
WAS
789
Winch Advisory Services
Wisconsin
$4.35K +$4.86K +25 New
HNW
790
High Note Wealth
Minnesota
$4K +$4.47K +23 New
SSG
791
Summit Securities Group
New York
$3.83K -$38.7K -199 -90%
HCM
792
Hollencrest Capital Management
California
$3.83K
FG
793
Fairman Group
Pennsylvania
$3.65K -$4.27K -22 -51%
DF
794
Dunhill Financial
United Kingdom
$3.56K -$6.61K -34 -63%
WT
795
Washington Trust
Rhode Island
$3.48K -$583 -3 -13%
RCM
796
Raleigh Capital Management
North Carolina
$3.48K +$194 +1 +5%
WWM
797
Wolff Wiese Magana
California
$3.48K +$971 +5 +33%
AEPWM
798
Atlantic Edge Private Wealth Management
Florida
$3.31K
RWPA
799
Richard W. Paul & Associates
Michigan
$3.31K
BOJHT
800
Bank of Jackson Hole Trust
Wyoming
$3.31K +$3.69K +19 New

CDW Hedge Fund Activity: Q4 2024 in Review

852 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2024, worth a combined $21.5B — down 23% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of CDW and 111 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 277 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $422M.

  • 852 institutional investors held CDW (CDW) as of Q4 2024, down from 893 in Q3 2024.
  • Funds reported $21.5B of CDW stock for Q4 2024, down 23% quarter-over-quarter.
  • 111 funds opened new CDW positions in Q4 2024 and 136 closed out, a net change of -25 holders.
  • The largest CDW buyer in Q4 2024 was D.E. Shaw & Co, an estimated $354M added.
  • The largest CDW seller in Q4 2024 was Fidelity Investments, an estimated $422M sold.

Based on aggregated 13F filings for Q4 2024.